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Is the classic 60-40 portfolio model dead?

Author
Allworth Financial
Published
Sat 03 Dec 2022
Episode Link
http://podcast.moneymatters.com/e/is-the-classic-60-40-portfolio-model-dead/

On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.

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